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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,774 | $76,367-23.0% | $93,614-37.2% | $72,983-19.5% |
| Participation rate | 69.7% | 71.7%-2.0pp | 75.8%-6.1pp | 69.5%+0.2pp |
| Annual return | 17.40% | 25.82%-8.4pp | 32.76%-15.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,191 | $3,538-38.1% | $4,069-46.2% | $3,608-39.3% |
| Admin fee / account holder | $9,331 | $6,838+36.5% | $7,889+18.3% | $5,124+82.1% |